0001907541-22-000002.txt : 20220214 0001907541-22-000002.hdr.sgml : 20220214 20220214143326 ACCESSION NUMBER: 0001907541-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Claremont Financial Group, Inc. CENTRAL INDEX KEY: 0001907541 IRS NUMBER: 954458857 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22033 FILM NUMBER: 22629659 BUSINESS ADDRESS: STREET 1: 464 NORTH INDIAN HILL BLVD CITY: CLAREMONT STATE: CA ZIP: 91711 BUSINESS PHONE: (909) 624-9200 MAIL ADDRESS: STREET 1: 464 NORTH INDIAN HILL BLVD CITY: CLAREMONT STATE: CA ZIP: 91711 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001907541 XXXXXXXX 12-31-2021 12-31-2021 Claremont Financial Group, Inc.

464 NORTH INDIAN HILL BLVD CLAREMONT CA 91711

13F HOLDINGS REPORT 028-22033 N BRUCE DAVIDSON 909-624-9200 BRUCE DAVIDSON Costa Mesa CA 02-14-2022 0 35 24240290 false INFORMATION TABLE 2 cfgq42021.xml AbbVie Inc Common Stock 00287Y109 98436 727 SH SOLE 0 0 727 Airbnb Inc Common Stock 009066101 33298 200 SH SOLE 0 0 200 AT&T Inc Common Stock 00206R102 17220 700 SH SOLE 0 0 700 Bristol-Myers Squibb Company Common Stock 110122108 93525 1500 SH SOLE 0 0 1500 C3 AI INC CL A Common Stock 12468P104 62500 2000 SH SOLE 0 0 2000 Chevron Corp Common Stock 166764100 41073 350 SH SOLE 0 0 350 Coca-Cola Co Common Stock 191216100 47901 809 SH SOLE 0 0 809 Coca-Cola Co Common Stock 126650100 25790 250 SH SOLE 0 0 250 Honeywell International Inc Common Stock 438516106 236659 1135 SH SOLE 0 0 1135 International Business Machines Corp Common Stock 459200101 38360 287 SH SOLE 0 0 287 Invesco S&P 500 Equal Weight ETF Exchange Traded Fund 46137V357 144034 800 SH SOLE 0 0 800 Invesco S&P Intl Dev Low Vol ETF Exchange Traded Fund 46138E230 35431 1110 SH SOLE 0 0 1110 iShares Core S&P Mid-Cap Exchange Traded Fund 464287507 2998666 10 SH SOLE 0 0 10 iShares Residential & Multisector RE ETF Exchange Traded Fund 464288562 2544943 134 SH SOLE 0 0 134 iShares Silver Trust Exchange Traded Fund 46428Q109 50549 2350 SH SOLE 0 0 2350 Kyndryl Holdings Inc Common Stock 50155Q100 1032 57 SH SOLE 0 0 57 McDonald's Corp Common Stock 580135101 80421 300 SH SOLE 0 0 300 Microsoft Corp Common Stock 594918104 123766 368 SH SOLE 0 0 368 NVIDIA Corp Common Stock 67066G104 29411 100 SH SOLE 0 0 100 Pfizer Inc Common Stock 717081103 155006 2625 SH SOLE 0 0 2625 PIMCO Active Bond ETF Exchange Traded Fund 72201R775 1811830 71 SH SOLE 0 0 71 Prudential Financial Inc Common Stock 744320102 5196 48 SH SOLE 0 0 48 Quantum Computing Inc Common Stock 74766W108 1364 400 SH SOLE 0 0 400 Royal Bank of Canada Common Stock 780087102 304197 2866 SH SOLE 0 0 2866 Sherwin-Williams Co Common Stock 824348106 140512 399 SH SOLE 0 0 399 SPDR Gold Shares Exchange Traded Fund 78463V107 3016076 112 SH SOLE 0 0 112 SPDRPortfolio S&P 500 Value ETF Exchange Traded Fund 78464A508 42000 1000 SH SOLE 0 0 1000 SPDR Portfolio S&P 600 Sm Cap ETF Exchange Traded Fund 78468R853 287401 72 SH SOLE 0 0 72 SPDR S&P 400 Mid Cap Value ETF Exchange Traded Fund 78464A839 56525 795 SH SOLE 0 0 795 SPDR S&P 500 ETF Exchange Traded Fund 78462F103 802207 120 SH SOLE 0 0 120 Union Pacific Corp Common Stock 907818108 207338 823 SH SOLE 0 0 823 Vanguard FTSE Developed Markets ETF Exchange Traded Fund 921943858 7457211 1444 SH SOLE 0 0 1444 Vanguard FTSE Emerging Markets ETF Exchange Traded Fund 922042858 2578251 639 SH SOLE 0 0 639 Vanguard Growth ETF Exchange Traded Fund 922908736 670360 63 SH SOLE 0 0 63 Shelton Green Alpha Equity 23703Q203 1801 43 SH SOLE 0 0 43